Kristy Puckett "KP"'s Linkedin Analytics

I work with experienced Financial Advisors to help guide them through becoming or maintaining Independence. Every advisor has their own unique base of clients, philosophy of wealth management, and client experience. I help advisors embrace these differences by introducing our turn-key platform of award-winning technology, service, compliance, marketing assistance, operations and portfolio management. Have you ever thought about Independence? If so, you may benefit from learning about our platform. RFG Advisory is a growing, Hybrid, RIA. We are a high-service firm built for Independent Financial Advisors. We help you become the CEO, not the COO of your practice. Our wealth managers provide comprehensive financial plans that are suited to match each client. With a customized approach, we provide traditional financial advising, estate planning, and opportunities for high-production wealth managers to join our team. About RFG Advisory: Named a Top 300 RIA in the U.S. by the Financial Times, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn-key integrated technology platform to manage their practice and institutional-caliber investment management. RFG defines itself as a service company first, a technology company second, and an RIA third. Recognizing that the industry is in a state of transition, RFG is committed to providing advisors with the tools they need to serve their clients, capture market share, and grow their businesses in the face of an ever-changing business landscape. Be in business for yourself, not by yourself. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness. For a list of states in which the financial consultants affiliated with RFG Advisory are registered to do business, please visit www.rfgadvisory.com